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A tightening test for global economic resilience

New Delhi, Oct. 12 -- In the war against inflation, 16 central banks raised benchmark interest rates at their September and October meetings. The Reserve Bank of India joined the bandwagon last week, ... Read More


A 50-75 bps rate-hike cycle won't materially derail household consumption: Tanvee Gupta Jain of UBS

New Delhi, Oct. 9 -- The Reserve Bank of India (RBI) could raise rates by 50-75 basis points (bps) cumulatively in the remainder of fiscal year 2027 (FY27), helping contain inflation expectations with... Read More


Chart beat: AI boom drives current account divergence between North and Southeast Asia

New Delhi, Oct. 5 -- In a stark contrast, the current account divergence between North and Southeast Asia is widening amid the artificial intelligence (AI) boom. Northeast Asia is seeing a current acc... Read More


Sobha set to beat FY27 pre-sales guidance after a record first-half

New Delhi, Oct. 5 -- In spite of limited launches in the September quarter (Q2FY27), residential realty company Sobha Ltd's pre-sales or bookings rose 16% year-on-year to Rs.2,206 crore. This marks it... Read More


AI winners and losers are emerging in Indian IT, says BNP's Kumar Rakesh

MUMBAI, Oct. 2 -- The rapid evolution and adoption of artificial intelligence (AI) are reshaping the narrative, valuations and share-price performance of India's IT sector. Against the backdrop of cau... Read More


Manufacturing PMI's dead cat bounce

New Delhi, Oct. 1 -- Business momentum in India's manufacturing sector has taken a U-turn. The seasonally adjusted HSBC India Manufacturing Purchasing Managers' Index rose to a seven-month high of 55.... Read More


Nifty earnings estimates ambitious but a weak rupee doesn't complicate outlook: Nuvama's Prateek Parekh

New Delhi, Sept. 25 -- The Indian rupee has depreciated by 6.76% against the US dollar so far in 2026 and is currently at Rs.95.95 per US dollar. While a depreciating Indian rupee is typically viewed ... Read More


JSW Cement's regional diversification is comforting, but costs are more important now

New Delhi, Sept. 21 -- As competition for market share gains intensifies among large cement makers, JSW Cement's expanding geographical reach augurs well for medium-term growth. In March, JSW commissi... Read More


October Fed hike possible, but Warsh may hesitate before mid-terms, says Standard Chartered's Englander

New Delhi, Sept. 18 -- The US Federal Reserve has joined other major developed-market central banks-the European Central Bank (ECB) and Bank of Japan (BoJ)-in a monetary-policy tightening cycle. The F... Read More


Chart beat: Preference for investing in new residential launches hits multi-year high

New Delhi, Sept. 18 -- The preference of residential property buyers is skewed towards investing in new project launches. The H1 2026 Homebuyer Sentiment Survey by Anarock Research and Advisory showed... Read More